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Accounting Partners

Message from the Directors


Keystone Partners believes that:

Successful business owners work in partnership with others. They know that to have business success comes with and through others. These like minded businesses establish powerful partnerships and alliances that reap huge financial rewards and enhance business relationships. Successful partnerships exist in business because they focus on mutually agreeable business objectives and goals. This collaborative approach is primarily determined by having a shared value base and common vision.

About Keystone Partners Accountant Solutions

Who we are?

Keystone Partners is an accounting and wealth management firm which is Self Licensed under AFSL no 356871 trading as RPD Group Advice. Being an accounting firm we understand your business and the challenges faced every day by an accounting firm. Client deadlines, BAS processing, income tax deadlines, difficult clients, work flow and dealing with the ATO.

Keystone Partners is partnering with other accounting firms to provide a solution to the loss of the Accountants Exemption and the (FoFA) changes. Being Self Licensed means we have no obligation to any product provider and in particular the large banks. This makes an ideal situation for us and you to provide impartial advice to both our clients on a Fee for Service basis

Keystone Partners Accountant Solutions helps you create value for your business from providing financial advice. No matter what your business model, we have a solution to suit you. We offer:

  • Licensing solutions for SMSF advice and more
  • Business Partnership where we look after your clients SMSF, BUT you retain the client. This means you do not have to be licensed BUT Keystone will provide an administration service to your client BUT you retain the client.

As a result of the Government's Future of Financial Advice (FoFA) reforms, you may need a licensing solution so you can continue to advise your clients on SMSFs. Or you might be considering expanding your services to offer more financial advice to your clients.

Keystone Partners Accountant Solutions supports all these business models.

Our licensing solutions

You can provide the level of advice that suits your business with our range of licensing solutions. We'll support you every step of the way with access to:

  • Research resources
  • Compliance systems
  • Education support
  • Personal development days
  • Financial planning and modelling software
  • Tools and templates to implement the advice process within an accounting business

The right licensing solution for your business

Basic Authority

Choose this option if you:

  • Want a straightforward replacement for the SMSF accountant exemption
  • Want to continue to recommend SMSFs
  • Don't want to provide additional financial advice, or specific financial product advice.
Basic Plus Authority

Choose this option if you want to:

  • Continue traditional activities on SMSFs
  • Provide strategic financial advice, without giving specific financial product recommendations.
Premium Authority

Choose this option if you want to provide holistic financial advice to your clients, including:

  • Recommending specific investment and/or risk financial products